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↑ updated live
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Recent Assignments
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Staff Workload
Open Assignments
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Quick Actions
⚡ Upcoming Workflow Assignments
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Assignment Aging
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Work by Category
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📅 Statutory Due Dates
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MCA / ROC Assignments
| ID | Client | Type | Priority | Staff | Due Date | Stage | Status |
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GSTR-3B deadline: 20th June 2026 — 8 clients have pending filings. GSTR-1 due 11th June already passed for 3 clients.
GST Assignments
| ID | Client | Type | Period | Staff | Created | Due | Status |
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ITR Filings
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Open this season
Tax Audits
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Due Sept 30
Notices
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Open notices
TDS Returns
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Q1 FY27
Income Tax Assignments
| ID | Client | Type | AY / Period | Staff | Created | Due | Status |
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Audit Assignments
| ID | Client | Audit Type | Period | Staff | Created | Due | Status |
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Consultancy Assignments
| ID | Client | Type | Priority | Staff | Created | Due | Stage | Status |
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Other Compliance
| ID | Client | Type | Priority | Staff | Created | Due | Stage | Status |
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Client Master
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Staff Master
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| Name | Role | Department | Open Assignments | Status | |
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Document Tracker
Track pending documents from clients
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Follow-up Tracker
Pending follow-ups
Today's Follow-ups
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Upcoming Follow-ups
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All Follow-ups
| Date | Client | Assignment | Medium | Remarks | Next Follow-up | By | Status |
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Document Generator
Generate letters & resolutions from templates
Document History
| Date | Client | Template | Generated By |
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ITR Fee Quotation
Generate an estimated professional fee assessment for an Income Tax Return filing
Pending Enquiries
—| Client | Mobile | ITR Type | Quoted Fee | Age | Handled By | |
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Client Information
Income Sources
Salary & Property
Other Sources
Capital Gains
Business & Profession
Special Cases
Complexity Factors
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📋 Statutory Deadlines
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📂 Assignment Due Dates
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Total Billed
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incl. GST
Received
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payments collected
Outstanding
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pending collection
Unbilled
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completed, not invoiced
Ready to Bill — Completed, Unbilled Assignments
| Assignment | Client | Type | Billing Type | Quoted (₹) | GST | Total | Action | |
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💰 Advances & Unlinked Payments
Money received before an invoice was raised. Link each one to an invoice once it exists.
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| Date | Client | Assignment | Amount | Mode | Reference | Received By | Action |
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🔎 Search Client — See All Their Assignments
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Search for a client above
Type any part of the client name to see all their assignments
Activity Log
Login sessions and time spent on the tool
| User | Login | Logout | Last Seen | Duration | Status |
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📚 Knowledge Base — SOP Library
Copy-ready checklists & standard operating procedures for every service
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📖
Select a service on the left to view its checklist.
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💬
Select a conversation, or start a new one
🔔 WhatsApp Notification Rules
Control who gets a WhatsApp when something happens. Internal alerts go to staff mobiles automatically (free text).
Client alerts use an approved template and always ask for your one-click confirmation before sending — no client is messaged without you approving it, and only if they've opted in.
| Event | Notify Internal (staff, auto) |
Notify Client (1-click confirm) |
Client Template |
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Before client notifications go live: each client must have a valid mobile in the Client Master and WhatsApp opt-in recorded (Clients → edit). Clients without opt-in are automatically skipped. Client templates must be approved by Meta to send.
Which statuses can the client see?
When an assignment's status changes, the client is only notified for statuses you switch on below — so internal stages (Partner Review, Filed with Authority, etc.) stay private. Optionally give the client a friendlier wording; leave blank to use the real status name.
| Internal Status | Notify Client? | Client sees this wording |
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Recent Notifications
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🎛️ WhatsApp Control
Enable WhatsApp client-by-client. Disabled clients receive no outbound messages; inbound still arrives.
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Compliance: only enable clients who have consented to WhatsApp updates (per your engagement letter). Enabling here permits outbound messages; keep your consent records accordingly.
🔁 Generate GST Returns
Three waves matching the due dates. Duplicates are always skipped.
Both waves file the same period
Wave 1 · GSTR-1 & GSTR-7
Due 11th / 10th — run in the first week
Wave 2 · GSTR-3B
Due 20th — run after GSTR-1 is filed
Wave 3 · Composition (CMP-08 & GSTR-4)
CMP-08 due 18th (quarterly) · GSTR-4 due 30 Apr (annual) — both only generate on their actual close-out month, any other month is skipped automatically.
🧾 Generate TDS Returns
24Q / 26Q / 27Q / 27EQ for the selected quarter. Statements 31st, TCS 15th.
Recurring Filings Master
One row per client. Click ✏️ to change which returns they file.
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